Kurt was one of two expert speakers on practice management at the ETF Association of Canada’s national conference. Kurt told approximately one hundred and fifty financial advisors how to design a financial advisory practice and advocated for transparent, value priced fees. Kurt debated with a professional investment counsellor about how to structure a wealth management practice.
2025 Economic Outlook Newsletter
2023, 2024, Markets, Economists and MoreFrom the desk of Kurt Rosentreter, CPA, CA, CFP January 9th 2025 Economic Outlook Meeting I attended